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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,715 | $78,694-52.1% | $67,652-44.3% | $125,389-69.9% |
| Participation rate | 78.6% | 78.8%-0.2pp | 75.7%+2.9pp | 83.2%-4.6pp |
| Annual return | -0.31% | 9.46%-9.8pp | 6625.40%-6625.7pp | 282.24%-282.5pp |
| Employer contribution / active EE | $1,949 | $3,044-36.0% | $2,266-14.0% | $4,866-59.9% |
| Participant deferral / active EE | $3,844 | $4,292-10.4% | $3,560+8.0% | $5,352-28.2% |
| Admin fee / account holder | $6,312 | $7,403-14.7% | $4,821+30.9% | $9,541-33.8% |